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Morningstar® Indexes
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White Papers and Articles

Equity Indexes

What Makes a Moat?

Heading Upstream: A Route to Commodities that Bypasses the Futures Market

Morningstar® MLP Index Family

A Quality Dividend Solution: Morningstar® Dividend Yield Focus Index

Purity of Purpose

The Sector Prism—Evaluating Portfolios with Morningstar® Sector Indexes

Yield to Investors? A Practical Approach to Building Dividend Indexes

Equity Factor Indexes for the Canadian Market

Manager Selection for the Morningstar® Ultimate Stock-Pickers Index

Investing at Full Tilt

Fixed-Income Indexes

Safety First—A Prudent Path to Corporate Credit

Bond Power to the People: Aiming to Take Bond Indexing from Wall Street to Main Street

Emerging Market Corporate Bonds Have Arrived

Alternative Investment Indexes

The Commodity-Currency Connection

Benchmarking Accessible Hedge Funds

A Better Way to Manage Your Future(s)

Putting Momentum into Commodities

Asset Allocation Indexes

Keeping Ahead of Inflation with the Morningstar® Real Asset Index

A New Income Frontier in Multi-Asset Investing

How to Benchmark Target-Date Funds: A Case Study

Efficient Income Investing

Using a Target-Date Benchmark

Solving the Target-Date Fund Benchmarking Conundrum

Which Came First—The Benchmark or the Target-Date Fund?

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